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Laidlaw Wealth Management’s Starwood Property Trust STWD Stock Holding History

Laidlaw Wealth Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,211
Closed -$302K – 274
2021
Q1 		$302K Hold
12,211
– – 0.1% 165
2020
Q4 		$236K Buy
+12,211
New +$208K 0.05% 311

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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Geode Capital Management
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Laidlaw Wealth Management's STWD Position: Q2 2021 in Review

Laidlaw Wealth Management sold out of Starwood Property Trust (STWD) in Q2 2021, closing a stake of 12,211 shares — an estimated $302K sold.

Laidlaw Wealth Management first reported a position in STWD in Q4 2020 and held it in 2 quarters. The position peaked at $302K in Q1 2021. 416 funds tracked by Wall St. Rank hold STWD as of Q2 2021.

  • Laidlaw Wealth Management reported no remaining Starwood Property Trust position as of Q2 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,211 Starwood Property Trust shares in Q2 2021, an estimated $302K.
  • Laidlaw Wealth Management first reported a position in Starwood Property Trust in Q4 2020 and held it in 2 quarters.
  • Laidlaw Wealth Management's Starwood Property Trust position peaked at $302K in Q1 2021.
  • 416 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2021.

Based on Laidlaw Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.